Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELLWETHER ADVISORS LLC | 05-06-2024 | 03-31-2024 | 118 | 455,184,450 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U S EQUITY FACTR | 251 | $525,864 | 9,773 | 0.00 | 0.00 | 25 | 0.26 | 03-31-2024 |
| ISHARES TR | MSCI ACWI ETF | 252 | $514,609 | 4,673 | 0.00 | 0.00 | 68 | 1.48 | 03-31-2024 |
| AMAZON COM INC | COM | 253 | $506,507 | 2,808 | 0.00 | 0.00 | -128 | -4.36 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 254 | $490,473 | 938 | 0.00 | 0.00 | 43 | 4.80 | 03-31-2024 |
